4 / 5 Stars
4 3 5 4 2
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#13 in Small Value
U.S. News evaluated 119 Small Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 18.85 percent over the past year, 13.81 percent over the past three years, 24.06 percent over the past five years, and 9.57 percent over the past decade.
|Trailing Returns||Updated 03.31.2014|
|Year to date||-1.3%|
|3 Years (Annualized)||13.8%|
|5 Years (Annualized)||24.1%|
|10 Years (Annualized)||9.6%|
The investment seeks high total return, of which capital appreciation and income are components. The fund invests at least 80% of its net assets in investments of microcap companies. The fund managers consider microcap companies as companies with market capitalizations (share price times the number of shares of common stock outstanding) under $500 million at the time of purchase. The fund generally invests in equity securities of companies that the fund's investment manager believes are undervalued at the time of purchase and have the potential for capital appreciation. It may invest up to 25% of its total assets in foreign securities.
Fees are Low compared to funds in the same category.
Franklin MicroCap Value Fund has an expense ratio of 1.15 percent.
Risk is Low compared to funds in the same category according to Morningstar.